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Moody's
MCO

Overview Fund Activity

927 hedge funds and large institutions have $40.7B invested in Moody's in 2022 Q3 according to their latest regulatory filings, with 80 funds opening new positions, 328 increasing their positions, 348 reducing their positions, and 84 closing their positions.

New
Increased
Maintained
Reduced
Closed
Holders
927
Holders Change
-16
Holders Change %
-1.7%
% of All Funds
16.03%
Holding in Top 10
32
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+3.23%
% of All Funds
0.55%
New
80
Increased
328
Reduced
348
Closed
84
Calls
$83.9M
Puts
$74.8M
Net Calls
+$9.05M
Net Calls Change
-$7.81M

Top Buyers

1
WPL
1
WINDACRE PARTNERSHIP LLC
Texas
$301M
2
VAM
2
Veritas Asset Management
United Kingdom
$318M
3
Principal Financial Group
3
Principal Financial Group
Iowa
$725M
4
Massachusetts Financial Services
4
Massachusetts Financial Services
Massachusetts
$765M
5
Mitsubishi UFJ Asset Management
5
Mitsubishi UFJ Asset Management
Japan
$76.9M

Top Sellers

1
Fiera Capital (Canada)
1
Fiera Capital (Canada)
Quebec, Canada
$1.23B
2
Capital International Investors
2
Capital International Investors
California
$376M
3
BlackRock
3
BlackRock
New York
$3.05B
4
AllianceBernstein
4
AllianceBernstein
Tennessee
$114M
5
Mackenzie Financial
5
Mackenzie Financial
Ontario, Canada
$37.6M
Name Holding Trade Value Shares
Change 		Shares
Change %
AWA
451
Arete Wealth Advisors
Illinois
$1.32M +$25.8K +106 +2%
PS
452
Pensionfund Sabic
Netherlands
$1.31M – – –
TC
453
Telemus Capital
Michigan
$1.31M +$198K +815 +18%
TI
454
Tidal Investments
Wisconsin
$1.29M -$6.32K -26 -0.5%
NGA
455
Naples Global Advisors
Florida
$1.29M – – –
BCI
456
Brinker Capital Investments
Pennsylvania
$1.29M +$39.1K +161 +3%
TC
457
Tsai Capital
New York
$1.29M +$174K +714 +16%
AAM
458
Azzad Asset Management
Virginia
$1.28M +$15K +57 +1%
Verition Fund Management
459
Verition Fund Management
Connecticut
$1.26M +$1.26M +5,191 New
HNB
460
Huntington National Bank
Ohio
$1.26M +$2.19K +9 +0.2%
AI
461
Atria Investments
North Carolina
$1.25M -$333K -1,370 -21%
AIM
462
Achmea Investment Management
Netherlands
$1.25M -$575K -2,363 -31%
GT
463
Greenleaf Trust
Michigan
$1.24M -$23.8K -98 -2%
DIM
464
Delta Investment Management
California
$1.24M +$235K +966 +23%
QIM
465
Quantitative Investment Management
Virginia
$1.22M +$613K +2,521 +101%
UAM
466
UAS Asset Management
New York
$1.22M +$243K +1,000 +25%
WIA
467
Westbourne Investment Advisors
Maryland
$1.21M -$60.8K -250 -5%
KA
468
Kintegral Advisory
New York
$1.21M – – –
LWA
469
Lineweaver Wealth Advisors
Ohio
$1.2M – – –
CCG
470
Cypress Capital Group
Florida
$1.2M -$12.2K -50 -1%
Voloridge Investment Management
471
Voloridge Investment Management
Florida
$1.19M +$1.19M +4,893 New
ISL
472
Ingalls & Snyder LLC
New York
$1.19M – – –
BFC
473
Blue Fin Capital
Rhode Island
$1.16M +$9.97K +41 +0.9%
BIAS
474
Beacon Investment Advisory Services
New Jersey
$1.15M +$2.67K +11 +0.2%
KWM
475
Keebeck Wealth Management
Illinois
$1.14M +$129K +529 +13%
17 18
19
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